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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-05-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full-Time Education | Nebraska City | NE | 01/2013 | 05/2017 |
| Arbor Links Golf Course | Nebraska City | NE | 05/2017 | 08/2017 |
| Unemployed | Nebraska City | NE | 08/2017 | 05/2018 |
| Arbor Day Farm | Nebraska City | NE | 05/2018 | 07/2018 |
| Jersey Mikes | Lincoln | NE | 09/2018 | 12/2018 |
| Unemployed | Nebraska City | NE | 01/2019 | 03/2020 |
| Egis Technologies | Omaha | NE | 03/2020 | 12/2022 |
| Charles Schwab & Co., Inc. | Omaha | NE | 07/2023 | Present |
| Judge Group | Wayne | PA | 01/2023 | 06/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-19 |
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